Integration
Connect Spotler CRM to Workflowy
When New Contact fires in Spotler CRM, your agent runs Create Bullet in Workflowy. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Spotler CRM and Workflowy to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)Example flows
What Spotler CRM can start in Workflowy
When New Contact in Spotler CRM
then Create Bullet in Workflowy
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with Spotler CRM and Workflowy
Triggers and actions 4 triggers · 18 actions
- New Contact
Triggers when a new contact is created in Spotler CRM.
- New Task
Triggers when a new task is created in Spotler CRM.
- New/Updated Account
Triggers when an account is created or updated in Spotler CRM.
- New/Updated Opportunity
Triggers when an opportunity is created or updated in Spotler CRM.
- Create Account
Creates a new account (company) record in Spotler CRM.
- Create Activity
Creates an activity (call, meeting, email or note) in Spotler CRM, optionally linked to an account, contact or case.
- Create Contact
Creates a contact in Spotler CRM, linked to an existing account.
- Create Opportunity
Creates a new opportunity (sales deal) against an account in Spotler CRM.
- Find Account
Finds accounts in Spotler CRM whose name exactly matches the name you give, returning the matching account records.
- Find Contact
Finds contacts whose email address matches exactly and returns the first match plus all matches.
- List Dropdown Values
Returns the values set up in a dropdown (lookup list) on a Spotler CRM record type, such as the account types.
- Update Dropdown List
Appends one or more new values to a dropdown (lookup) list in Spotler CRM.
- Complete a bullet
Marks an existing Workflowy bullet as complete. Give it the bullet's ID; Workflowy checks the bullet off in place.
- Create Bullet
Creates a new bullet in Workflowy, optionally under a parent bullet, with its text, note, layout and position.
- Delete a bullet
Deletes a bullet from Workflowy by its ID, along with anything nested under it.
- Export all bullets
Returns the entire Workflowy outline for the account — every bullet with its text, note and nested children. Workflowy allows one export per minute.
- Get a bullet
Returns one Workflowy bullet by its ID, including its text, note, parent, completion state and timestamps.
- List bullets
Lists Workflowy bullets — the children of a given bullet, or the top-level bullets when no parent is given.
- List targets
Lists the saved target locations in Workflowy — the places this connection is allowed to add bullets to.
- Move a bullet
Moves a Workflowy bullet under a different parent bullet, optionally at a specific position among its new siblings.
- Uncomplete a bullet
Un-checks a completed Workflowy bullet, putting it back to not-done.
- Update a bullet
Updates an existing Workflowy bullet's text, note or layout. Anything left blank is left as it is.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
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Questions
Spotler CRM and Workflowy, answered
What can start an automation from Spotler CRM?
Any of Spotler CRM's 4 triggers in the catalog, including New Contact, New Task, New/Updated Account and New/Updated Opportunity. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Workflowy when something happens in Spotler CRM?
Any of Workflowy's 10 actions, including Create Bullet, Update a bullet, Complete a bullet and Export all bullets. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Workflowy to Spotler CRM?
Workflowy has no triggers in the catalog today, so automations start in Spotler CRM. If you need the other direction, ask: your agent reads Workflowy's API documentation and adds it.
Do I have to build a connector for Spotler CRM or Workflowy?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use Spotler CRM and Workflowy without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.